See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,660 | $163,101-72.0% | $136,749-66.6% | $142,382-67.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.92% | 27.54%-15.6pp | 24.33%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,721 | $4,117-58.2% | $3,400-49.4% | $4,299-60.0% |
| Participant deferral / active EE | $1,469 | $5,585-73.7% | $4,692-68.7% | $6,507-77.4% |
| Admin fee / account holder | $1,543 | $14,318-89.2% | $11,386-86.4% | $12,624-87.8% |